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TOTAL FINANCIAL SERVICES, INC.

Date of last update: 14 Apr 2025. Data updated weekly.

Company Details

Entity Name: TOTAL FINANCIAL SERVICES, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 07 Aug 2007
Business ALEI: 0908477
Annual report due: 07 Aug 2025
Business address: 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States
Mailing address: 185 PLAINS ROAD SUITE 100E, MILFORD, CT, United States, 06461
ZIP code: 06461
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 20000
E-Mail: jlodato@wpholdingsgroup.com

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Director

Name Role Business address Residence address
SCOTT PENNER Director 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States 11 PONDVIEW TERRACE, BRANFORD, CT, 06405, United States
JOHN T. WALSH Director 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States 72 FARM HILL ROAD, ORANGE, CT, 06477, United States
THOMAS BEPKO Director 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States 717 BRONSON ROAD, SOUTHPORT, CT, 06890, United States

Officer

Name Role Business address Residence address
JOHN T. WALSH Officer 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States 72 FARM HILL ROAD, ORANGE, CT, 06477, United States
THOMAS BEPKO Officer 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States 717 BRONSON ROAD, SOUTHPORT, CT, 06890, United States
SCOTT PENNER Officer 185 PLAINS ROAD SUITE 100E, MILFORD, CT, 06461, United States 11 PONDVIEW TERRACE, BRANFORD, CT, 06405, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JOSEPH M. LODATO Agent WP HOLDINGS GROUP, LLC, 185 PLAINS ROAD, SUITE 100E, MILFORD, CT, 06461, United States WP HOLDINGS GROUP, LLC, 185 PLAINS ROAD, SUITE 100E, MILFORD, CT, 06461, United States +1 203-521-2565 jlodato@wpholdingsgroup.com 21 MACARTHUR DRIVE, OLD GREENWICH, CT, 06870, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012047492 2024-08-06 - Annual Report Annual Report -
BF-0011421687 2023-07-24 - Annual Report Annual Report -
BF-0010329632 2022-07-08 - Annual Report Annual Report 2022
BF-0009808457 2021-11-05 - Annual Report Annual Report -
0007291529 2021-04-09 - Annual Report Annual Report 2020
0006876594 2020-04-06 - Annual Report Annual Report 2019
0006425897 2019-03-05 - Annual Report Annual Report 2018
0006425893 2019-03-05 - Annual Report Annual Report 2017
0005639318 2016-08-30 - Annual Report Annual Report 2016
0005388202 2015-08-28 - Annual Report Annual Report 2015
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Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information